Refunds and Disputes

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The short version

Refund a card payment from the Payments page, from your Stripe dashboard, or by issuing a credit note. The invoice stays paid and shows the refund. A dispute is noted on the activity and you are emailed.

Three ways to refund

Where	Use it when
The Payments page	You want to give money back and keep the invoice as it is.
Your Stripe dashboard	You already work there. Timelydo notices the refund.
A credit note on the invoice	The invoice itself was wrong. The note lowers what is due and can refund the card payment too.

Only card payments taken through Stripe can be refunded this way. For money you recorded by hand, give it back yourself and, if you use a credit note, choose I gave it back myself.

From the Payments page

Open the payment

On the Payments page, select the invoice payment. It is listed as Invoice and the number.

Refund

Select Refund, enter an amount up to the payment, then Confirm refund.

Check the invoice

The invoice shows the refund and the activity adds Refunded.

Timelydo's fee goes back with the refund. The card fee Stripe took is not returned by Stripe.

The invoice stays as it is

A refund never reopens the invoice. What was paid stays paid. The refund is noted on the payment (for example Refunded 50.00) and in the activity.

If you want the customer to owe nothing, or to owe something different, use a credit note. It corrects the invoice and can send the money back in one step. It is also the right paper trail for your tax records.

Disputes

A dispute is when your customer asks their bank to take a card payment back. When one is opened:

The invoice activity adds Disputed, once.
You are emailed by Timelydo, with a link to Stripe.
You answer the dispute with your evidence in your Stripe dashboard, before the deadline. Timelydo cannot answer it for you.

Stripe charges a fee when a dispute is received and another to answer it. The answer fee comes back if you win. See Stripe for the current amounts. The payment drawer on the Payments page also tells you a payment is disputed.

Refunds Timelydo makes itself

If a card payment arrives that the invoice cannot take (it was already paid another way, voided, or the payment is more than is due), Timelydo refunds it in full by itself. See Pay by card and fees.

FAQ

Does a refund reopen the invoice?

No. The invoice stays paid and shows the refund. Use a credit note if the amount owed should change.

I refunded in Stripe. Does the invoice know?

Yes. Timelydo picks up refunds made in your Stripe dashboard and shows them on the invoice.

Do I get the fees back on a refund?

Timelydo's fee goes back. The card fee Stripe took is not refunded by Stripe.

What do I do when a payment is disputed?

Answer it in your Stripe dashboard before the deadline. Timelydo notes it on the invoice and emails you.

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